@zeniai/client-epic-state 5.0.69-betaML31 → 5.0.69-betaML4

package/lib/view/createTransferEntry/createTransferEntryReducer.d.ts

@@ -0,0 +1,32 @@
+import { ID } from '../../commonStateTypes/common';
+import { TransactionID } from '../../entity/transaction/stateTypes/transaction';
+import { TransactionType } from '../../entity/transaction/stateTypes/transactionType';
+import { CreateTransferEntryState, TransferAccountsFetchType } from './createTransferEntryState';
+export declare const initialState: CreateTransferEntryState;
+export declare const fetchAccountsForTransferFlow: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    kind: TransferAccountsFetchType;
+}, "createTransferEntry/fetchAccountsForTransferFlow">, updateAccountsForTransferFlow: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountIds: ID[];
+    kind: TransferAccountsFetchType;
+}, "createTransferEntry/updateAccountsForTransferFlow">, updateAccountsForTransferFlowFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    kind: TransferAccountsFetchType;
+}, "createTransferEntry/updateAccountsForTransferFlowFailure">, createTransferEntry: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
+    creditAccountIntegrationId: string;
+    debitAccountIntegrationId: string;
+    memo: string;
+    sourceTransactionType: TransactionType;
+    transactionId: ID;
+    transactionType: TransactionType;
+}], {
+    creditAccountIntegrationId: string;
+    debitAccountIntegrationId: string;
+    memo: string;
+    sourceTransactionType: TransactionType;
+    transactionId: ID;
+    transactionType: TransactionType;
+}, "createTransferEntry/createTransferEntry", never, never>, createTransferEntrySuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"createTransferEntry/createTransferEntrySuccess">, createTransferEntryFailure: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"createTransferEntry/createTransferEntryFailure">, resetCreateTransferEntryStatus: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"createTransferEntry/resetCreateTransferEntryStatus">, createTransferEntryReplacedTransaction: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[previousTransactionId: TransactionID, newTransactionId: TransactionID], {
+    newTransactionId: TransactionID;
+    previousTransactionId: TransactionID;
+}, "createTransferEntry/createTransferEntryReplacedTransaction", never, never>, clearTransferEntryRouteReplacement: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"createTransferEntry/clearTransferEntryRouteReplacement">;
+declare const _default: import("redux").Reducer<CreateTransferEntryState>;
+export default _default;

package/lib/view/createTransferEntry/createTransferEntryReducer.js

@@ -0,0 +1,60 @@
+"use strict";
+var _a;
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.clearTransferEntryRouteReplacement = exports.createTransferEntryReplacedTransaction = exports.resetCreateTransferEntryStatus = exports.createTransferEntryFailure = exports.createTransferEntrySuccess = exports.createTransferEntry = exports.updateAccountsForTransferFlowFailure = exports.updateAccountsForTransferFlow = exports.fetchAccountsForTransferFlow = exports.initialState = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+const createTransferEntryState_1 = require("./createTransferEntryState");
+exports.initialState = createTransferEntryState_1.initialCreateTransferEntryState;
+const createTransferEntrySlice = (0, toolkit_1.createSlice)({
+    name: 'createTransferEntry',
+    initialState: exports.initialState,
+    reducers: {
+        fetchAccountsForTransferFlow(draft, action) {
+            draft.transferAccountsByType[action.payload.kind].fetchState =
+                'In-Progress';
+        },
+        updateAccountsForTransferFlow(draft, action) {
+            const slice = draft.transferAccountsByType[action.payload.kind];
+            slice.fetchState = 'Completed';
+            slice.accountIds = action.payload.accountIds;
+        },
+        updateAccountsForTransferFlowFailure(draft, action) {
+            draft.transferAccountsByType[action.payload.kind].fetchState = 'Error';
+        },
+        createTransferEntry: {
+            prepare(payload) {
+                return { payload };
+            },
+            reducer(draft) {
+                draft.createTransferEntryStatus = 'In-Progress';
+            },
+        },
+        createTransferEntrySuccess(draft) {
+            draft.createTransferEntryStatus = 'Completed';
+        },
+        createTransferEntryFailure(draft) {
+            draft.createTransferEntryStatus = 'Error';
+        },
+        resetCreateTransferEntryStatus(draft) {
+            draft.createTransferEntryStatus = 'Not-Started';
+        },
+        createTransferEntryReplacedTransaction: {
+            prepare(previousTransactionId, newTransactionId) {
+                return { payload: { newTransactionId, previousTransactionId } };
+            },
+            reducer(draft, action) {
+                draft.lastTransferEntryReplacement = action.payload;
+            },
+        },
+        /**
+         * One-shot acknowledgement: the host has consumed the route-replacement
+         * signal and navigated to the new transaction url, so we can drop the
+         * record. Re-dispatching is idempotent.
+         */
+        clearTransferEntryRouteReplacement(draft) {
+            draft.lastTransferEntryReplacement = undefined;
+        },
+    },
+});
+_a = createTransferEntrySlice.actions, exports.fetchAccountsForTransferFlow = _a.fetchAccountsForTransferFlow, exports.updateAccountsForTransferFlow = _a.updateAccountsForTransferFlow, exports.updateAccountsForTransferFlowFailure = _a.updateAccountsForTransferFlowFailure, exports.createTransferEntry = _a.createTransferEntry, exports.createTransferEntrySuccess = _a.createTransferEntrySuccess, exports.createTransferEntryFailure = _a.createTransferEntryFailure, exports.resetCreateTransferEntryStatus = _a.resetCreateTransferEntryStatus, exports.createTransferEntryReplacedTransaction = _a.createTransferEntryReplacedTransaction, exports.clearTransferEntryRouteReplacement = _a.clearTransferEntryRouteReplacement;
+exports.default = createTransferEntrySlice.reducer;

package/lib/view/createTransferEntry/createTransferEntrySelector.d.ts

@@ -0,0 +1,39 @@
+import { AccountBase } from '../../entity/account/accountState';
+import { RootState } from '../../reducer';
+import { TransferEntryRouteReplacement } from './createTransferEntryState';
+export declare function getCreateTransferEntryStatus(state: RootState): import("../..").FetchState;
+export declare function getLastTransferEntryReplacement(state: RootState): TransferEntryRouteReplacement | undefined;
+/**
+ * Shared resolver for the credit/debit dropdowns in the transfer drawer.
+ *
+ * Resolution policy (intentional):
+ * 1. Prefer the dedicated API fetch results (`transferEntryEligible` for the
+ *    debit pool, `creditCardOnlyEligible` for the credit-card-payment credit
+ *    pool).
+ * 2. If the dedicated fetch returns an empty list while the COA is loaded,
+ *    fall back to the COA: the full account list for `transferEntryEligible`,
+ *    and COA accounts filtered to `credit_card` for `creditCardOnlyEligible`.
+ *    This keeps the dropdown populated for older tenants where the dedicated
+ *    endpoints haven't been backfilled yet.
+ *
+ * Intent — what this selector deliberately does NOT do:
+ * - Does NOT distinguish "fetch in-flight" / "fetch errored" / "fetch returned
+ *   empty" — all three collapse to the COA fallback. The product preference
+ *   is "always show something selectable" over "show a spinner that may never
+ *   resolve". Loading/error UI belongs in the view layer; if you need a
+ *   spinner, observe the `fetchState` on `transferAccountsByType[kind]`
+ *   separately rather than changing the resolution policy here.
+ * - Does NOT enforce "API result is authoritative even if empty" — a tenant
+ *   whose dedicated endpoint is correctly returning `[]` (e.g. no eligible
+ *   transfer destinations) will still see the COA. That trade-off is
+ *   accepted because the alternative blocks the user from picking anything;
+ *   the backend distinguishes "no result" from "endpoint not implemented" by
+ *   surfacing an error response, which the view layer handles separately.
+ *
+ * Memoized with reselect so consuming view-models don't recompute on every
+ * unrelated state change.
+ */
+export declare const getResolvedTransferAccounts: (state: RootState) => {
+    creditCardTransferAccountsList: AccountBase[];
+    transferAccountsList: AccountBase[];
+};

package/lib/view/createTransferEntry/createTransferEntrySelector.js

@@ -0,0 +1,69 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getResolvedTransferAccounts = void 0;
+exports.getCreateTransferEntryStatus = getCreateTransferEntryStatus;
+exports.getLastTransferEntryReplacement = getLastTransferEntryReplacement;
+const toolkit_1 = require("@reduxjs/toolkit");
+const accountSelector_1 = require("../../entity/account/accountSelector");
+const accountListSelector_1 = require("../accountList/accountListSelector");
+function getCreateTransferEntryStatus(state) {
+    return state.createTransferEntryState.createTransferEntryStatus;
+}
+function getLastTransferEntryReplacement(state) {
+    return state.createTransferEntryState.lastTransferEntryReplacement;
+}
+/**
+ * Shared resolver for the credit/debit dropdowns in the transfer drawer.
+ *
+ * Resolution policy (intentional):
+ * 1. Prefer the dedicated API fetch results (`transferEntryEligible` for the
+ *    debit pool, `creditCardOnlyEligible` for the credit-card-payment credit
+ *    pool).
+ * 2. If the dedicated fetch returns an empty list while the COA is loaded,
+ *    fall back to the COA: the full account list for `transferEntryEligible`,
+ *    and COA accounts filtered to `credit_card` for `creditCardOnlyEligible`.
+ *    This keeps the dropdown populated for older tenants where the dedicated
+ *    endpoints haven't been backfilled yet.
+ *
+ * Intent — what this selector deliberately does NOT do:
+ * - Does NOT distinguish "fetch in-flight" / "fetch errored" / "fetch returned
+ *   empty" — all three collapse to the COA fallback. The product preference
+ *   is "always show something selectable" over "show a spinner that may never
+ *   resolve". Loading/error UI belongs in the view layer; if you need a
+ *   spinner, observe the `fetchState` on `transferAccountsByType[kind]`
+ *   separately rather than changing the resolution policy here.
+ * - Does NOT enforce "API result is authoritative even if empty" — a tenant
+ *   whose dedicated endpoint is correctly returning `[]` (e.g. no eligible
+ *   transfer destinations) will still see the COA. That trade-off is
+ *   accepted because the alternative blocks the user from picking anything;
+ *   the backend distinguishes "no result" from "endpoint not implemented" by
+ *   surfacing an error response, which the view layer handles separately.
+ *
+ * Memoized with reselect so consuming view-models don't recompute on every
+ * unrelated state change.
+ */
+exports.getResolvedTransferAccounts = (0, toolkit_1.createSelector)([
+    (state) => state.accountState,
+    (state) => state.accountListState,
+    (state) => state.createTransferEntryState.transferAccountsByType
+        .transferEntryEligible.accountIds,
+    (state) => state.createTransferEntryState.transferAccountsByType
+        .creditCardOnlyEligible.accountIds,
+], (accountState, accountListState, transferEligibleIds, creditCardOnlyIds) => {
+    const accountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
+    const transferEligibleFromApi = transferEligibleIds
+        .map((id) => (0, accountSelector_1.getAccountBaseForTransferAccounts)(accountState, id))
+        .filter((account) => account != null);
+    const coaFallbackAllAccounts = accountList.accounts
+        .map((a) => (0, accountSelector_1.getAccountBase)(accountState, a.accountId, 'account_list'))
+        .filter((account) => account != null);
+    const transferAccountsList = transferEligibleFromApi.length > 0
+        ? transferEligibleFromApi
+        : coaFallbackAllAccounts;
+    const creditCardFromApi = creditCardOnlyIds
+        .map((id) => (0, accountSelector_1.getAccountBaseForCreditCardTransferAccounts)(accountState, id))
+        .filter((account) => account != null);
+    const coaFallbackCreditCards = coaFallbackAllAccounts.filter((a) => a.accountType === 'credit_card');
+    const creditCardTransferAccountsList = creditCardFromApi.length > 0 ? creditCardFromApi : coaFallbackCreditCards;
+    return { creditCardTransferAccountsList, transferAccountsList };
+});

package/lib/view/createTransferEntry/createTransferEntryState.d.ts

@@ -0,0 +1,30 @@
+import { FetchState, ID } from '../../commonStateTypes/common';
+import { TransactionID } from '../../entity/transaction/stateTypes/transaction';
+/** Which pool `fetchAccountsForTransferFlow` / transfer-flow epic should load. */
+export declare const TRANSFER_ACCOUNTS_FETCH_TYPE: readonly ["transferEntryEligible", "creditCardOnlyEligible"];
+export type TransferAccountsFetchType = (typeof TRANSFER_ACCOUNTS_FETCH_TYPE)[number];
+export interface TransferAccountsState {
+    accountIds: ID[];
+    fetchState: FetchState;
+}
+export type TransferEntryRouteReplacement = {
+    newTransactionId: TransactionID;
+    previousTransactionId: TransactionID;
+};
+export interface CreateTransferEntryState {
+    createTransferEntryStatus: FetchState;
+    /**
+     * Set when create-transfer returns a new transaction id (the source expense
+     * has been replaced by a new transfer/credit-card-payment row). The host
+     * navigates to the new url and then dispatches
+     * `clearTransferEntryRouteReplacement` to clear this one-shot signal.
+     */
+    lastTransferEntryReplacement: TransferEntryRouteReplacement | undefined;
+    /**
+     * Per-type fetch state + account-id list for the dropdowns shown in the
+     * transfer drawer (eligible accounts for `transfer`, credit-card-only
+     * accounts for `credit_card_payment`).
+     */
+    transferAccountsByType: Record<TransferAccountsFetchType, TransferAccountsState>;
+}
+export declare const initialCreateTransferEntryState: CreateTransferEntryState;

package/lib/view/createTransferEntry/createTransferEntryState.js

@@ -0,0 +1,20 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.initialCreateTransferEntryState = exports.TRANSFER_ACCOUNTS_FETCH_TYPE = void 0;
+/** Which pool `fetchAccountsForTransferFlow` / transfer-flow epic should load. */
+exports.TRANSFER_ACCOUNTS_FETCH_TYPE = [
+    'transferEntryEligible',
+    'creditCardOnlyEligible',
+];
+const initialTransferAccountsState = {
+    accountIds: [],
+    fetchState: 'Not-Started',
+};
+exports.initialCreateTransferEntryState = {
+    createTransferEntryStatus: 'Not-Started',
+    lastTransferEntryReplacement: undefined,
+    transferAccountsByType: {
+        transferEntryEligible: initialTransferAccountsState,
+        creditCardOnlyEligible: initialTransferAccountsState,
+    },
+};

package/lib/view/createTransferEntry/epics/createTransferEntryEpic.d.ts

@@ -0,0 +1,11 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { removeTransaction, updateTransaction } from '../../../entity/transaction/transactionReducer';
+import { RootState } from '../../../reducer';
+import { ZeniAPI } from '../../../zeniAPI';
+import { removeTransactionFromAllTabs } from '../../expenseAutomationView/reducers/transactionsViewReducer';
+import { initializeTransactionDetailLocalData, removeTransactionDetail } from '../../transactionDetail/transactionDetailReducer';
+import { clearTransferEntryRouteReplacement, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus } from '../createTransferEntryReducer';
+export type ActionType = ReturnType<typeof openSnackbar> | ReturnType<typeof createTransferEntry> | ReturnType<typeof createTransferEntrySuccess> | ReturnType<typeof createTransferEntryFailure> | ReturnType<typeof removeTransactionFromAllTabs> | ReturnType<typeof resetCreateTransferEntryStatus> | ReturnType<typeof createTransferEntryReplacedTransaction> | ReturnType<typeof clearTransferEntryRouteReplacement> | ReturnType<typeof updateTransaction> | ReturnType<typeof initializeTransactionDetailLocalData> | ReturnType<typeof removeTransaction> | ReturnType<typeof removeTransactionDetail>;
+export declare const createTransferEntryEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/createTransferEntry/epics/createTransferEntryEpic.js

@@ -0,0 +1,116 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.createTransferEntryEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
+const transactionIDPayload_1 = require("../../../entity/transaction/payloadTypes/transactionIDPayload");
+const transactionReducer_1 = require("../../../entity/transaction/transactionReducer");
+const responsePayload_1 = require("../../../responsePayload");
+const transactionsViewReducer_1 = require("../../expenseAutomationView/reducers/transactionsViewReducer");
+const transactionDetailReducer_1 = require("../../transactionDetail/transactionDetailReducer");
+const transactionDetailState_1 = require("../../transactionDetail/transactionDetailState");
+const createTransferEntryReducer_1 = require("../createTransferEntryReducer");
+// ─── Pure helpers ────────────────────────────────────────────────────────────
+function transactionIdsAreEqual(a, b) {
+    return a.id === b.id && a.type === b.type;
+}
+const successSnackbar = () => (0, snackbarReducer_1.openSnackbar)({
+    messageSection: 'create_transfer_entry',
+    messageText: 'success',
+    type: 'success',
+});
+const failureSnackbar = () => (0, snackbarReducer_1.openSnackbar)({
+    messageSection: 'create_transfer_entry',
+    messageText: 'failed',
+    type: 'error',
+});
+function buildFailureActions() {
+    return [(0, createTransferEntryReducer_1.createTransferEntryFailure)(), failureSnackbar()];
+}
+function buildSuccessSideEffects(sourceTransactionId) {
+    return [
+        (0, createTransferEntryReducer_1.createTransferEntrySuccess)(),
+        (0, transactionsViewReducer_1.removeTransactionFromAllTabs)(sourceTransactionId),
+        successSnackbar(),
+    ];
+}
+function buildPreviousTransactionCleanupActions(previousTransactionId) {
+    return [
+        (0, transactionReducer_1.removeTransaction)((0, transactionDetailState_1.getTransactionDetailKey)(previousTransactionId)),
+        (0, transactionDetailReducer_1.removeTransactionDetail)(previousTransactionId),
+        (0, createTransferEntryReducer_1.clearTransferEntryRouteReplacement)(),
+    ];
+}
+/**
+ * Emits `resetCreateTransferEntryStatus()` (and, on the replacement path, the
+ * follow-up cleanup actions) one scheduler tick after the success actions.
+ *
+ * Why the `timer(0)` (and not synchronous emission):
+ * On the replacement path the host (web-app-ui) watches
+ * `lastTransferEntryReplacement`, navigates to the new transaction url, and
+ * then sees `clearTransferEntryRouteReplacement` clear the signal. If we
+ * dispatched the cleanup actions in the same tick as
+ * `createTransferEntryReplacedTransaction`, redux subscribers would observe
+ * `lastTransferEntryReplacement` flicker on then off in a single render, and
+ * the old transaction's state (which the still-mounted detail view may be
+ * reading) would be torn down before the host has had a chance to start
+ * navigating. Deferring by one microtask gives the host exactly one render
+ * pass to react before we tear down the previous transaction.
+ */
+function delayedResetAndPreviousCleanup(previousTransactionId) {
+    return (0, rxjs_1.timer)(0).pipe((0, operators_1.mergeMap)(() => {
+        const actions = [(0, createTransferEntryReducer_1.resetCreateTransferEntryStatus)()];
+        if (previousTransactionId != null) {
+            actions.push(...buildPreviousTransactionCleanupActions(previousTransactionId));
+        }
+        return (0, rxjs_1.from)(actions);
+    }));
+}
+// ─── Success-path branches ───────────────────────────────────────────────────
+function handleSuccessWithoutTransactionBody(transactionId) {
+    return (0, rxjs_1.concat)((0, rxjs_1.from)(buildSuccessSideEffects(transactionId)), delayedResetAndPreviousCleanup(undefined));
+}
+function handleSuccessWithTransactionBody(transactionPayload, vendorPayload, previousTransactionId, sourceTransactionId) {
+    const newTransactionId = (0, transactionIDPayload_1.toTransactionID)(transactionPayload);
+    const replaced = !transactionIdsAreEqual(previousTransactionId, newTransactionId);
+    const immediate = [
+        (0, transactionReducer_1.updateTransaction)((0, transactionDetailState_1.getTransactionDetailKey)(newTransactionId), transactionPayload),
+        (0, transactionDetailReducer_1.initializeTransactionDetailLocalData)({
+            transactionId: newTransactionId,
+            vendorId: vendorPayload?.[0]?.vendor_id,
+        }),
+        ...buildSuccessSideEffects(sourceTransactionId),
+    ];
+    if (replaced) {
+        immediate.push((0, createTransferEntryReducer_1.createTransferEntryReplacedTransaction)(previousTransactionId, newTransactionId));
+    }
+    return (0, rxjs_1.concat)((0, rxjs_1.from)(immediate), delayedResetAndPreviousCleanup(replaced ? previousTransactionId : undefined));
+}
+// ─── Top-level epic ──────────────────────────────────────────────────────────
+const CREATE_TRANSFER_ENTRY_URL = `https://dev.api.zeni.ai/version/accounting/komal/1.0/transactions/transaction-type-update`;
+const createTransferEntryEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(createTransferEntryReducer_1.createTransferEntry.match), (0, operators_1.mergeMap)((action) => {
+    const { transactionId, creditAccountIntegrationId, debitAccountIntegrationId, memo, transactionType, sourceTransactionType, } = action.payload;
+    const previousTransactionId = {
+        id: transactionId,
+        type: sourceTransactionType,
+    };
+    return zeniAPI
+        .postAndGetJSON(CREATE_TRANSFER_ENTRY_URL, {
+        transaction_type: transactionType,
+        transaction_id: transactionId,
+        to_account_integration_id: creditAccountIntegrationId,
+        from_account_integration_id: debitAccountIntegrationId,
+        memo,
+    })
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if (!(0, responsePayload_1.isSuccessResponse)(response)) {
+            return (0, rxjs_1.from)(buildFailureActions());
+        }
+        if (response.data?.transaction != null) {
+            return handleSuccessWithTransactionBody(response.data.transaction, response.data.vendors, previousTransactionId, transactionId);
+        }
+        return handleSuccessWithoutTransactionBody(transactionId);
+    }), (0, operators_1.catchError)(() => (0, rxjs_1.from)(buildFailureActions())));
+}));
+exports.createTransferEntryEpic = createTransferEntryEpic;

package/lib/view/createTransferEntry/epics/fetchTransferAccountsEpic.d.ts

@@ -0,0 +1,14 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateAccounts } from '../../../entity/account/accountReducer';
+import { RootState } from '../../../reducer';
+import { ZeniAPI } from '../../../zeniAPI';
+import { fetchAccountsForTransferFlow, updateAccountsForTransferFlow, updateAccountsForTransferFlowFailure } from '../createTransferEntryReducer';
+export type ActionType = ReturnType<typeof fetchAccountsForTransferFlow> | ReturnType<typeof updateAccountsForTransferFlow> | ReturnType<typeof updateAccountsForTransferFlowFailure> | ReturnType<typeof updateAccounts>;
+/**
+ * Pools fetched concurrently: `groupBy(kind)` keeps `transferEntryEligible`
+ * and `creditCardOnlyEligible` in their own streams so a back-to-back dispatch
+ * of both does not cancel the first. Within a single type, a fresh dispatch
+ * supersedes any in-flight request (per-group `switchMap`).
+ */
+export declare const fetchTransferAccountsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/createTransferEntry/epics/fetchTransferAccountsEpic.js

@@ -0,0 +1,40 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchTransferAccountsEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const accountReducer_1 = require("../../../entity/account/accountReducer");
+const responsePayload_1 = require("../../../responsePayload");
+const createTransferEntryReducer_1 = require("../createTransferEntryReducer");
+const REPORT_ID_BY_TYPE = {
+    transferEntryEligible: 'transfer_accounts',
+    creditCardOnlyEligible: 'credit_card_transfer_accounts',
+};
+const QUERY_BY_TYPE = {
+    transferEntryEligible: { is_only_include_transfer_accounts: true },
+    creditCardOnlyEligible: { is_include_only_credit_card_accounts: true },
+};
+/**
+ * Pools fetched concurrently: `groupBy(kind)` keeps `transferEntryEligible`
+ * and `creditCardOnlyEligible` in their own streams so a back-to-back dispatch
+ * of both does not cancel the first. Within a single type, a fresh dispatch
+ * supersedes any in-flight request (per-group `switchMap`).
+ */
+const fetchTransferAccountsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(createTransferEntryReducer_1.fetchAccountsForTransferFlow.match), (0, operators_1.groupBy)((action) => action.payload.kind), (0, operators_1.mergeMap)((group$) => group$.pipe((0, operators_1.switchMap)((action) => {
+    const { kind } = action.payload;
+    const queryValue = QUERY_BY_TYPE[kind];
+    const reportId = REPORT_ID_BY_TYPE[kind];
+    const url = `https://dev.api.zeni.ai/version/accounting/komal/1.0/accounts?query=${encodeURIComponent(JSON.stringify(queryValue))}`;
+    return zeniAPI.getJSON(url).pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            const accountIds = response.data.accounts.map((account) => account.account_id);
+            const actions = [
+                (0, accountReducer_1.updateAccounts)(response.data.accounts, reportId),
+                (0, createTransferEntryReducer_1.updateAccountsForTransferFlow)({ accountIds, kind }),
+            ];
+            return (0, rxjs_1.of)(...actions);
+        }
+        return (0, rxjs_1.of)((0, createTransferEntryReducer_1.updateAccountsForTransferFlowFailure)({ kind }));
+    }), (0, operators_1.catchError)(() => (0, rxjs_1.of)((0, createTransferEntryReducer_1.updateAccountsForTransferFlowFailure)({ kind }))));
+}))));
+exports.fetchTransferAccountsEpic = fetchTransferAccountsEpic;

package/lib/view/dashboard/dashboardReducer.d.ts

@@ -1,12 +1,12 @@
 import { DashboardState } from './dashboardState';
 export declare const initialState: DashboardState;
-export declare const fetchDashboard: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userId: string, companyId: string, tenantId: string, fetchFullReport?: any, cacheOverride?: any, excludeResources?: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation")[] | undefined], {
+export declare const fetchDashboard: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userId: string, companyId: string, tenantId: string, fetchFullReport?: any, cacheOverride?: any, excludeResources?: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts")[] | undefined], {
     userId: string;
     companyId: string;
     tenantId: string;
     fetchFullReport: any;
     cacheOverride: any;
-    excludeResources: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation")[];
+    excludeResources: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts")[];
 }, "dashboard/fetchDashboard", never, never>, updateTreasuryVideoClosed: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"dashboard/updateTreasuryVideoClosed">, clearDashboard: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"dashboard/clearDashboard">;
 declare const _default: import("redux").Reducer<DashboardState>;
 export default _default;

package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.d.ts

@@ -3,8 +3,9 @@ import { Observable } from 'rxjs';
 import { RootState } from '../../../../reducer';
 import { fetchAccountList } from '../../../accountList/accountListReducer';
 import { fetchClassList } from '../../../classList/classListReducer';
+import { fetchAccountsForTransferFlow } from '../../../createTransferEntry/createTransferEntryReducer';
 import { fetchOwnerList } from '../../../ownerList/ownerListReducer';
 import { fetchProjectList } from '../../../projectList/projectListReducer';
 import { fetchTransactionCategorization, fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
-export type ActionType = ReturnType<typeof fetchTransactionCategorizationView> | ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchOwnerList> | ReturnType<typeof fetchProjectList>;
+export type ActionType = ReturnType<typeof fetchTransactionCategorizationView> | ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchOwnerList> | ReturnType<typeof fetchAccountsForTransferFlow> | ReturnType<typeof fetchProjectList>;
 export declare const fetchTransactionCategorizationViewEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js

@@ -7,6 +7,7 @@ const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
 const accountListReducer_1 = require("../../../accountList/accountListReducer");
 const classListReducer_1 = require("../../../classList/classListReducer");
+const createTransferEntryReducer_1 = require("../../../createTransferEntry/createTransferEntryReducer");
 const ownerListReducer_1 = require("../../../ownerList/ownerListReducer");
 const projectListReducer_1 = require("../../../projectList/projectListReducer");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
@@ -26,6 +27,13 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
         accountList.fetchState === 'Not-Started') {
         updateActions.push((0, accountListReducer_1.fetchAccountList)('accountList', true));
     }
+    const { transferEntryEligible, creditCardOnlyEligible } = state$.value.createTransferEntryState.transferAccountsByType;
+    if (transferEntryEligible.fetchState === 'Not-Started') {
+        updateActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'transferEntryEligible' }));
+    }
+    if (creditCardOnlyEligible.fetchState === 'Not-Started') {
+        updateActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'creditCardOnlyEligible' }));
+    }
     const classList = state$.value.classListState;
     if (classList.hasValidState() === false &&
         classList.fetchState === 'Not-Started') {

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -27,7 +27,6 @@ export declare const removeTransactionFromTabView: (tabView: TransactionsTabView
  */
 export declare const filterAutoTabLineItems: (tabView: TransactionsTabViewState, transactionId: ID, updatedTransaction: SupportedTransactionWithCOT) => void;
 export declare const MAX_SELECTION_LIMIT = 5;
-export declare const shouldAutoSelectAndAdd: (transaction: SupportedTransactionWithCOT, localData: TransactionReviewLocalData, selectedCheckBoxTransactionIds: ID[], uncategorizedAccounts: UncategorizedAccounts, isUncategorizedExpenseCategoryEnabled?: boolean, isAccountingClassesEnabled?: boolean) => boolean;
 export declare const toTransactionDetailLocalData: (transaction: SupportedTransactionWithCOT, selectedTab: TransactionsTab, lineItemsByTransactionIds: string[], uncategorizedIncomeExpense: UncategorizedAccounts, isUncategorizedExpenseCategoryEnabled?: boolean) => TransactionReviewLocalData;
 export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransactionWithCOT, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class" | "project", uncategorizedAccounts: UncategorizedAccounts, selectedTab: TransactionsTab, vendorId?: ID, customerId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase, selectedProjectBase?: ProjectBase, isUncategorizedExpenseCategoryEnabled?: boolean, isAccountingClassesEnabled?: boolean) => {
     localData: TransactionReviewLocalData;
@@ -39,7 +38,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
+    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.hasTransactionLocalDataChanges = exports.isAnyItemWithUncategorizedExpenseAccount = exports.getSnackbarMessageForTransactionReview = exports.mergeTabSpecificLineItems = exports.getLineItemsByTransactionIdsFromLocalData = exports.getLineItemsByTransactionsIdsFromResponse = exports.checkIfAllLineItemsAreCategoryClassFilled = exports.setEntityRecommendationForLineIdInLocalData = exports.toSetAllLineItemsToCategoryClass = exports.toTransactionDetailLocalData = exports.shouldAutoSelectAndAdd = exports.MAX_SELECTION_LIMIT = exports.filterAutoTabLineItems = exports.removeTransactionFromTabView = exports.getPendingReviewLineIdsFromTransaction = void 0;
+exports.hasTransactionLocalDataChanges = exports.isAnyItemWithUncategorizedExpenseAccount = exports.getSnackbarMessageForTransactionReview = exports.mergeTabSpecificLineItems = exports.getLineItemsByTransactionIdsFromLocalData = exports.getLineItemsByTransactionsIdsFromResponse = exports.checkIfAllLineItemsAreCategoryClassFilled = exports.setEntityRecommendationForLineIdInLocalData = exports.toSetAllLineItemsToCategoryClass = exports.toTransactionDetailLocalData = exports.MAX_SELECTION_LIMIT = exports.filterAutoTabLineItems = exports.removeTransactionFromTabView = exports.getPendingReviewLineIdsFromTransaction = void 0;
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const transactionDetailLocalDataHelper_1 = require("../../transactionDetail/transactionDetailLocalDataHelper");
 const transactionDetailLocalDataHelper_2 = require("../../transactionDetail/transactionDetailLocalDataHelper");
@@ -65,23 +65,6 @@ const filterAutoTabLineItems = (tabView, transactionId, updatedTransaction) => {
 };
 exports.filterAutoTabLineItems = filterAutoTabLineItems;
 exports.MAX_SELECTION_LIMIT = 5;
-// Returns true when the transaction should be auto-added to the
-// selectedCheckBoxTransactionIds list after a categorization-related
-// state mutation: all line items are filled, the selection limit has
-// not been hit, and the id isn't already in the list. Consolidates the
-// triplet that was inlined at four sites (updateSelectedCustomer/Vendor,
-// setAllItemsToCategoryClassInLocalDataForCategorization, and
-// setEntityRecommendationForLineIdInLocalData below).
-const shouldAutoSelectAndAdd = (transaction, localData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) => {
-    if (selectedCheckBoxTransactionIds.includes(transaction.id)) {
-        return false;
-    }
-    if (selectedCheckBoxTransactionIds.length >= exports.MAX_SELECTION_LIMIT) {
-        return false;
-    }
-    return (0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, localData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
-};
-exports.shouldAutoSelectAndAdd = shouldAutoSelectAndAdd;
 const toTransactionDetailLocalData = (transaction, selectedTab, lineItemsByTransactionIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) => {
     const transactionLocal = {
         ...transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData,
@@ -569,14 +552,10 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
         selectedEntity: transactionDetailLocalData.selectedEntity,
         tabSpecificLineItems: transactionDetailLocalData.tabSpecificLineItems,
     };
-    // Auto-uncheck if not all line items are filled (the row's
-    // category/class became stale after the entity update). Otherwise
-    // route through shouldAutoSelectAndAdd so the MAX_SELECTION_LIMIT
-    // gate is consistently applied across all auto-add sites.
     if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
-    else if ((0, exports.shouldAutoSelectAndAdd)(transaction, newLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+    else if (selectedCheckBoxTransactionIds.includes(transaction.id) === false) {
         selectedCheckBoxTransactionIds.push(transaction.id);
     }
     draft.selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds;